EWA
Evolution Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $964K | Buy |
12,249
+690
| +6% | +$54.3K | 0.14% | 74 |
|
|
2025
Q1 | $905K | Buy |
11,559
+2,029
| +21% | +$159K | 0.15% | 65 |
|
|
2024
Q4 | $736K | Sell |
9,530
-98
| -1% | -$7.57K | 0.12% | 74 |
|
|
2024
Q3 | $758K | Buy |
9,628
+795
| +9% | +$62.6K | 0.14% | 67 |
|
|
2024
Q2 | $678K | Buy |
8,833
+189
| +2% | +$14.5K | 0.13% | 71 |
|
|
2024
Q1 | $663K | Buy |
8,644
+927
| +12% | +$71.1K | 0.13% | 68 |
|
|
2023
Q4 | $594K | Buy |
7,717
+405
| +6% | +$31.2K | 0.12% | 71 |
|
|
2023
Q3 | $550K | Sell |
7,312
-27
| -0.4% | -$2.03K | 0.12% | 69 |
|
|
2023
Q2 | $555K | Buy |
7,339
+600
| +9% | +$45.3K | 0.12% | 68 |
|
|
2023
Q1 | $515K | Sell |
6,739
-110
| -2% | -$8.41K | 0.12% | 68 |
|
|
2022
Q4 | $516K | Buy |
6,849
+50
| +0.7% | +$3.76K | 0.13% | 70 |
|
|
2022
Q3 | $509K | Sell |
6,799
-285
| -4% | -$21.3K | 0.14% | 64 |
|
|
2022
Q2 | $544K | Buy |
7,084
+565
| +9% | +$43.4K | 0.14% | 69 |
|
|
2022
Q1 | $508K | Buy |
6,519
+1,045
| +19% | +$81.4K | 0.1% | 73 |
|
|
2021
Q4 | $442 | Hold |
5,474
| – | – | 0.07% | 80 |
|
|
2021
Q3 | $449K | Buy |
5,474
+545
| +11% | +$44.7K | 0.1% | 66 |
|
|
2021
Q2 | $405K | Sell |
4,929
-37,379
| -88% | -$3.07M | 0.08% | 74 |
|
|
2021
Q1 | $3.48M | Sell |
42,308
-24,551
| -37% | -$2.02M | 0.78% | 32 |
|
|
2020
Q4 | $5.54M | Buy |
66,859
+2,860
| +4% | +$237K | 1.25% | 24 |
|
|
2020
Q3 | $5.32M | Sell |
63,999
-72,965
| -53% | -$6.06M | 1.45% | 22 |
|
|
2020
Q2 | $11.4M | Buy |
136,964
+58,313
| +74% | +$4.85M | 3.73% | 9 |
|
|
2020
Q1 | $6.46M | Sell |
78,651
-195
| -0.2% | -$16K | 2.61% | 13 |
|
|
2019
Q4 | $6.36M | Buy |
78,846
+664
| +0.8% | +$53.5K | 1.59% | 18 |
|
|
2019
Q3 | $6.32M | Buy |
+78,182
| New | +$6.32M | 3.01% | 9 |
|
|
2019
Q2 | – | Sell |
-72,217
| Closed | -$5.75M | – | 467 |
|
|
2019
Q1 | $5.75M | Sell |
72,217
-29,953
| -29% | -$2.38M | 2.64% | 14 |
|
|
2018
Q4 | $8.03M | Buy |
+102,170
| New | +$8.03M | 3.66% | 6 |
|